BBIS Revenue batches - prevent constituent matching algorithm from matching against deceased constituents

In BBEC, when processing Online Giving Revenue Batches which have been downloaded from BBIS, the CRM/BBIS matching algorithm will match against deceased/inactive as well as live records. Preferably deceased records should be omitted, because it is not possible for a deceased Constituent to make a new donation. Alternatively, if the deceased records continue to be included, there should be a flag to indicate that the record is deceased, so the user can investigate.

  • Jo Moran
  • Apr 10 2018
Organization Name (Please enter full organization name) University of Oxford
Reported Version 4.0
  • Attach files